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Semiconductors

May 10, 2012

Patrick Wang covers computer chips. But the Evercore Partners Inc. analyst focuses more on talking to users of semiconductors than to companies that supply them, a strategy that helped produce some contrarian calls last year.

Shares of Nvidia Corp., for example, had risen on the company's prospects beyond the graphics chips it makes for computers; Nvidia predicted it might reap as much as $1 billion in revenue in 2011 from a...